Fintel Discovery — Financial Intelligence for AI Agents is an MCP server with 32 tools an agent can call, among them Get13FHoldings, GetAdvisorBenchmarks, GetAnalystRatings. It answers at https://ai.fin-discovery.com/mcp over streamable HTTP, and it listed its tools to an anonymous client, so no sign-in was needed for that. Our probes reached it 6 of 6 times since 11 September 2026; the last check, on 22 October 2026, succeeded.
Delivers public regulatory and market data from 11 key sources such as FINRA, SEC, Census, FRED
Description as the publisher wrote it.
| Tool | What it does |
|---|---|
Get13FHoldings | Fetch and parse the complete equity holdings table from a specific SEC 13F-HR filing. Any institution managing more than $100M in US equities must file quarterly — this reveals their exact portfolio positions. Returns one record per positio Inputs: params |
GetAdvisorBenchmarks | Return Kitces Research advisor practice benchmark data for independent and RIA-affiliated financial advisors. Covers median and top-quartile metrics across five categories: - revenue: revenue per client, total firm revenue, growth rates - f Inputs: params |
GetAnalystRatings | Fetch analyst buy/sell/hold consensus ratings, current price targets (low, high, mean, median), and the full history of analyst upgrades and downgrades with firm name, fromGrade, toGrade, and action. Use this tool when: - You want to know t Inputs: params |
GetBrokerCheckDetail | Retrieve the full FINRA BrokerCheck profile for one individual using their CRD number. Returns complete employment history, exam qualifications, licenses held, and all disclosure details. Use this tool when: - You have a CRD (from SearchBro Inputs: params |
GetDividendsAndSplits | Fetch the full history of cash dividends, stock splits, and combined corporate actions for a ticker. Returns date, amount/ratio for each event. Use this tool when: - You need dividend history or yield calculation inputs - You are researchin Inputs: params |
GetEarningsHistory | Fetch earnings history (EPS actual vs estimate, surprise %) and upcoming earnings dates with consensus estimates. Also returns forward EPS estimates by quarter and fiscal year. Use this tool when: - You want to see how a company has perform Inputs: params |
GetEdgarCompanyFilings | Retrieve all SEC filings for a company or institution using its CIK (Central Index Key). Returns every filing on record: form type, date, accession number, and description. Useful for tracking all regulatory disclosures from a specific inst Inputs: params |
GetFinancials | Fetch income statement, cash flow statement, or balance sheet for a stock. Returns up to 4 years of annual data or 4 quarters of quarterly data, transposed so each row is one reporting period. Use this tool when: - You need revenue, net inc Inputs: params |
GetFredSeriesData | Fetch time-series observation data from FRED for a specific economic series. Returns date + value pairs with series metadata (title, units, frequency). Use SearchFredSeries first if you don't know the series ID. Use this tool when: - You ne Inputs: params |
GetFundFees | Retrieve expense ratios and fee breakdown for a mutual fund or ETF using its SEC CIK. Reads structured XBRL data filed with prospectuses using the SEC Risk/Return (rr:) taxonomy. Returns: - net_expense_ratio — total annual cost to the inves Inputs: params |
GetFundProfile | Fetch ETF or mutual fund specific data: top holdings with weight %, sector allocations, expense ratio, bond credit quality ratings, and equity style characteristics. Use this tool when: - You need the top 10 holdings and their weights for a Inputs: params |
GetHolders | Fetch ownership data for a stock: top institutional holders, mutual fund holders, and recent insider transactions (buys/sells by executives). Use this tool when: - You want to know which institutions or funds own a stock - You are checking Inputs: params |
GetIAPDFirmDetail | Retrieve the full Form ADV filing detail for one RIA firm by its CRD number. Returns all Form ADV Part 1 fields: client types, advisory activities, fee arrangements, custody information, office locations, and affiliated entities. Use this t Inputs: params |
GetIAPDIndividualDetail | Retrieve the full SEC IAPD profile for one individual investment advisor representative using their CRD number. Returns complete registration history, exam qualifications, employment history, and any disclosures. Use this tool when: - You h Inputs: params |
GetLEIDetail | Retrieve the full GLEIF LEI record for one legal entity using its 20-character LEI code. Returns legal name, registration status, legal address, headquarters address, managing LOU, and renewal dates. Use this tool when: - You have a LEI (fr Inputs: params |
GetMultiTickerHistory | Fetch OHLCV price history for multiple tickers in a single call. Returns a flattened table with columns like 'AAPL_Close', 'SPY_Volume', etc. Use this tool when: - You are comparing performance across multiple securities - You need correlat Inputs: params |
GetOptionsChain | Fetch the full options chain (calls and puts) for one expiry date. Returns strike price, bid, ask, last price, implied volatility, open interest, and volume for every contract. Use this tool when: - You are researching options strategies fo Inputs: params |
GetOptionsExpirations | List all available options expiry dates for a ticker. Use this before calling GetOptionsChain to find a valid expiry date. Use this tool when: - You want to know which options contracts exist for a stock or ETF - You need a specific expiry Inputs: params |
GetPriceHistory | Fetch OHLCV (Open, High, Low, Close, Volume) price history for one ticker. Returns daily, weekly, monthly, or intraday bars over any period. Use this tool when: - You need historical price or volume data for a stock, ETF, or crypto - You wa Inputs: params |
GetTerritoryWealthProfile | Retrieve US Census American Community Survey (ACS) income and wealth proxy data for a ZIP code or state. Returns median household income, median home value, total household count, and the count and share of households earning $100k or more Inputs: params |
GetTickerInfo | Fetch the full Yahoo Finance profile for a stock, ETF, mutual fund, crypto, or index. Returns name, sector, industry, market cap, P/E ratio, 52-week range, beta, dividend yield, description, and 60+ other metadata fields. Use this tool when Inputs: params |
LookupTicker | Search for a Yahoo Finance ticker symbol by company name, fund name, or keyword. Returns matching symbols with exchange and asset type. Use this when you have a name but need the ticker symbol. Use this tool when: - You know a company name Inputs: params |
MapInstrumentIds | Map financial instrument identifiers between different ID systems using Bloomberg's OpenFIGI service. Converts between ticker symbols, ISINs, CUSIPs, and FIGIs in a single call. Use this tool when: - You have a ticker and need the ISIN or C Inputs: params |
SearchBrokerCheck | Search FINRA BrokerCheck for registered individual brokers and financial representatives by name. Returns CRD number, current firm, registration status, and whether the individual has any disclosures on record. Use this tool when: - You nee Inputs: params |
SearchBrokerCheckFirm | Search FINRA BrokerCheck for broker-dealer firms by name. Returns firm CRD, registration status, city, state, and disclosure flag. Use this tool when: - You need the CRD number for a broker-dealer firm (e.g. UBS, Raymond James) - You want t Inputs: params |
SearchEdgar13F | Search SEC EDGAR for 13F-HR institutional holdings filings by institution name. Returns filing date, entity name, period of report, and accession number. Any institution managing more than $100M in equity must file quarterly 13Fs — this rev Inputs: params |
SearchFigiInstruments | Search Bloomberg OpenFIGI for financial instruments by name or keyword. Returns FIGI, ticker, exchange, security type, and composite FIGI for each matching instrument. Use this tool when: - You know the company name but not the ticker or FI Inputs: params |
SearchFredSeries | Search the Federal Reserve Bank of St. Louis FRED database for economic data series by keyword. Returns series ID, title, frequency, units, seasonal adjustment, and date range. Use this tool when: - You need to find the right FRED series ID Inputs: params |
SearchFundsByCategory | Search SEC EDGAR for mutual fund and ETF filers by investment category or keyword. Queries N-1A and 485BPOS (and N-2 for closed-end) prospectus filings. Returns entity name, CIK, form type, and filing date. PRIMARY USE: Step 1 of fee compar Inputs: params |
SearchIAPDFirm | Search the SEC Investment Adviser Public Disclosure (IAPD) database for registered investment advisor (RIA) firms by name. Returns firm CRD, registration status, AUM, employee count, state, and office city. Use this tool when: - You need th Inputs: params |
SearchIAPDIndividual | Search SEC IAPD (Investment Adviser Public Disclosure) for individual investment advisor representatives (IARs) by name. Returns CRD number, current employer, registration states, and exam history. Use this tool when: - You need to look up Inputs: params |
SearchLEI | Search the Global Legal Entity Identifier Foundation (GLEIF) database for Legal Entity Identifiers (LEIs) by entity name. Returns the 20-character LEI code, legal name, registration status, legal address, and jurisdiction. Use this tool whe Inputs: params |
Every block below points at https://ai.fin-discovery.com/mcp. Pick your client and copy.
claude mcp add --transport http fintel-discovery-financial-intel https://ai.fin-discovery.com/mcp
{
"mcpServers": {
"fintel-discovery-financial-intel": {
"command": "npx",
"args": ["-y", "mcp-remote", "https://ai.fin-discovery.com/mcp"]
}
}
}{
"mcpServers": {
"fintel-discovery-financial-intel": {
"url": "https://ai.fin-discovery.com/mcp"
}
}
}{
"servers": {
"fintel-discovery-financial-intel": {
"type": "http",
"url": "https://ai.fin-discovery.com/mcp"
}
}
}{
"context_servers": {
"fintel-discovery-financial-intel": {
"url": "https://ai.fin-discovery.com/mcp"
}
}
}{
"mcpServers": {
"fintel-discovery-financial-intel": {
"serverUrl": "https://ai.fin-discovery.com/mcp"
}
}
}{
"mcpServers": {
"fintel-discovery-financial-intel": {
"url": "https://ai.fin-discovery.com/mcp"
}
}
}name: Fintel Discovery — Financial Intelligence for AI Agents
version: 0.0.1
schema: v1
mcpServers:
- name: Fintel Discovery — Financial Intelligence for AI Agents
type: streamable-http
url: https://ai.fin-discovery.com/mcp{
"mcpServers": {
"fintel-discovery-financial-intel": {
"httpUrl": "https://ai.fin-discovery.com/mcp"
}
}
}{
"mcpServers": {
"fintel-discovery-financial-intel": {
"type": "http",
"url": "https://ai.fin-discovery.com/mcp"
}
}
}{
"mcpServers": {
"fintel-discovery-financial-intel": {
"url": "https://ai.fin-discovery.com/mcp"
}
}
}goose://extension?url=https%3A%2F%2Fai.fin-discovery.com%2Fmcp&type=streamable_http&id=fintel-discovery-financial-intel&name=Fintel%20Discovery%20%E2%80%94%20Financial%20Intelligence%20for%20AI%20Agents
It answered our last check on 22 October 2026 in 352 ms. Over 6 checks since 11 September 2026 it answered 6. Status here comes from Neuronto's own probes, not from the publisher.
32, as returned by the server's own tools/list on 14 September 2026: Get13FHoldings, GetAdvisorBenchmarks, GetAnalystRatings, GetBrokerCheckDetail, GetDividendsAndSplits, GetEarningsHistory, GetEdgarCompanyFilings, GetFinancials, and 24 more.
It answered our last check on 22 October 2026 in 352 ms. Over 6 checks since 11 September 2026 it answered 6.
Put the server under mcpServers in ~/.cursor/mcp.json with the URL https://ai.fin-discovery.com/mcp. The exact JSON is above, with the same setup for Claude Code, Claude Desktop, VS Code, Windsurf, Zed, Gemini CLI and the rest.
It listed its tools to an anonymous client, so reading the tool list needs no key. Individual tools can still ask for credentials in their own inputs.
Publisher: io.github.findimitrov. Endpoint host: ai.fin-discovery.com. ARD identifier: urn:air:io.github.findimitrov:mcp:fintel-discovery.
First indexed 10 September 2026. The tools are exactly what the server returned; nothing on this page
is inferred from its name. Ranking in Neuronto search is never for sale.